What our clients say about us


This is Bruce's story. He and his wife wanted help with their retirement planning.

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Although we have been clients of Citrus Financial for a number of years, when we first spoke to Craig our focus was on retirement planning and making sure we were maximising our contributions to be able to retire in our early 60s.

We wanted to be safe in the knowledge that our pension pots would be sufficient to last us into our old age (hopefully 80’s and beyond!). Having provided us with an illustration of what we could reasonably expect from our savings we both felt much more confident going forward.

Fortunately, many years ago I was given the name of David Braithwaite and Citrus Financial to advise us on our financial requirements. From that moment on, we have been expertly guided and advised by them. So, there was no question we would look elsewhere for the advice we needed.

Craig listened to us and gave sound advice. Our thoughts and concerns were observed and understood. Craig guided us with clear and concise explanations of what is definitely a mind-boggling area for the layperson. . . or at least this layperson!

What we really liked about the experience was Craig’s wisdom and his truly remarkable knowledge of the financial world, also his patience and understanding. In addition, we like the regular ongoing financial reviews, the fact we can contact Citrus Financial any time with any new developments or concerns. Because Craig (and David before him) are so professional, polite and friendly it is an absolute pleasure to have them in our home to discuss our financial needs, and often so much more besides.

Because of his professionalism and knowledge, from start to finish we felt both totally reassured and safe in Craig’s hands. We’ve been expertly guided through a very tricky financial minefield and feel very happy and secure that we’ve done the right thing and that our investments are looking healthy.

I would recommend Citrus Financial to just about anybody who wants to listen to good advice when they get it. Somebody who wants to feel safe in the knowledge that their hard-earned savings are going to be managed properly and professionally by an exceptionally knowledgeable, friendly, and local company.

Bruce, Tonbridge

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